Weingard Wealth Management of Raymond James - Boca Raton (FL)

5 /5 Janet Deixler: This group pays Individualized attention to clients based upon the clients’ goals, intentions, risk-tolerance and specific special needs. They care about my family on a personal level as well as a financial level. I know others –who had worked with other financial advisors previously--who now use this group and they have been extremely pleased with the care, attention and personalized advice they have received. These people are happy with the sophisticated planning they receive from Nancy, Robert and Aron. Finally, it is comforting that they have multiple generations of planners at Weingard Wealth Management, because we know our family’s financial future has a future with them.

5 /5 Ryan Moseley: Weingard Wealth Management is a comprehensive platform that drives long-term, personal value creation. The heart of the program starts with a detailed and recurring family planning and financial goals exercise. After which, the Weingard team ensures that your goals are supported by the best investment, tax, estate, and business exit support services. Whether you are already a sophisticated financial investor or new to the field, I cannot recommend the Weingard team more highly. The Weingard team will not only provide you with great advice and access to unique investment strategies through the broader Raymond James platform, but they also provide fantastic customer service. When you are a client of the Weingard Wealth Management team, you will see them as a second family and can trust they have your best interest in mind every step of the way!

5 /5 Tanya Sumholz: Since starting my relationship with Weingard Wealth Management, my financial life has been clarified and planned in a manner for which I am very grateful. They lead a tremendous practice with trust and integrity, always putting my best interest first. Nancy, Rob and Aron have an elevated level of sophistication carefully integrating financial, personal, tax and estate considerations. Most importantly, I am so proud to be a client of Weingard Wealth Management because I am with people that truly care about me and my future.

5 /5 Michael Werzer: At the recommendation of my accountant, approximately 15 years ago, I joined the Weingard Financial Group. All of our experience with this group has been absolutely positive and stellar. All members of the group, Nancy, Aron and Rob respond to calls and concerns with immediacy. The staff and assistants always follow up as well. Without hesitation, I would say that they have made my retirement, comfortable and easy, guiding us through the last few years of the market with great ease, knowledge, and confidence. I cannot recommend this group highly enough.

5 /5 Justin Goldberg: The Weingard family is absolutely amazing! As a CPA who uses their services and shares many mutual clients with Nancy, Aron & Rob, I can say they go above and beyond. They put their clients first, listen, educate and provide comprehensive wealth management that sets them apart from others. They are an extended family and I look forward to many more years working with them!